- UWorld, LLC (Dallas, TX)
- …deadlines required + Excellent interpersonal skills Job Responsibilities: + Reports to the Director of CFA product development + Creates content for testing ... lasting impact? UWorld is seeking a dynamic and dedicated CFA Content Specialist to join our innovative team. In...required + Minimum 3-5 years of experience in an investment or academic setting + Proven ability to write… more
- Wellington (Boston, MA)
- …those of our clients. **About the Role** We are seeking a dynamic and insightful Director , Investment Content to lead the development and execution of our ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...Degree in Finance, Economics, Journalism, or a related field; CFA or similar qualification is a plus. Not sure… more
- Emory Healthcare/Emory University (Atlanta, GA)
- … of Private Markets or the Managing Director of Public Markets, the Director , Investment of Investments, Real Estate and Real Assets is responsible for ... Managing Director of Private Markets or Managing Director of Public Markets, meets with investment ...an equivalent combination of education, training and experience. + CFA designation preferred. + Knowledge of investment … more
- T. Rowe Price (Baltimore, MD)
- …difference in ways that matter to you . Role Summary The Sales Director , Defined Contribution Investment Only (DCIO) is responsible for cultivating relationships ... one meetings, group events and finalist presentations, the Sales Director will represent T. Rowe Price's investment ...63 Preferred: + CIMA + MBA + CFP + CFA + Extensive knowledge of DC industry including DCIO… more
- Citigroup (New York, NY)
- … Investment Advisory programs. The Business Risk - Fiduciary and Advisory Solutions Director will be part of the Investment Solutions team within Citi Wealth. ... The Director is responsible for proactively enhancing our Investment Advisory Programs by continually evaluating our offering, investment products and… more
- CBRE (Los Angeles, CA)
- Client Care Director , CBRE Investment Management Job ID...and communication skills, both verbal and written + MBA, CFA or CAIA credentials is a plus. + VBA, ... line REI Segment Role type Full-time Areas of Interest Investment Management Location(s) Los Angeles - California - United...to the Head of Client Care, the **Client Care Director ** willbe responsible for client service and capital raising… more
- Vanguard (Malvern, PA)
- …and Boards of Directors to deliver on its mission. We are looking for a Senior Investment Director to join OMS to provide oversight of an assigned book of ... funds, ETFs, and their advisors to ensure Vanguard's products deliver strong investment performance for its clients. OMS works directly with Vanguard's Manager… more
- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a Director , Investment Funds and Financial Risk Management to join our Asset Management Risk team. In this role, you'll ... That Will Help You Stand Out** + CIT - Collective Investment Trust coverage experience + CFA , FRM or advanced degree in finance, econometrics, or statistics +… more
- JPMorgan Chase (New York, NY)
- …deep client engagement, product development and sales/retention strategy. As a Managing Director , Private Market Investment Specialist within JP Morgan Asset ... the motivation to develop market opportunities. As the US Private Markets Investment Specialist, you will actively engage in maintaining and developing relationships… more
- Scotiabank (New York, NY)
- Director , US Investment Grade Credit Trading **Requisition ID:** 214419 **Salary Range:** 300,000.00 - 300,000.00 _Please note that the Salary Range shown is a ... winning team, committed to results, in an inclusive and high-performing culture. ** Director , US Investment Grade Credit Trading** **Global Banking and Markets**… more
- Citigroup (Boston, MA)
- …transparency. **Qualifications:** + 15+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other ... The Investment Counselor Sr Principal is an internally and...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.… more
- Citigroup (Beverly Hills, CA)
- …transparency. **Qualifications:** + 15+ years of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other ... The Investment Counselor Principal is a strategic professional who...its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the… more
- JPMorgan Chase (New York, NY)
- …and financial planning **Preferred Qualifications, Capabilities, and Skills** + MBA or CFA preferred + Prior experience providing complex investment solutions to ... take your career to the next level. As an Investment Specialist in the US Private Bank, you are...deepen and strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities** + Conduct investment … more
- JPMorgan Chase (New York, NY)
- Come and join our Alternatives Global Transportation team as an Investment Specialist. Our alternative strategies are designed to achieve specific client outcomes ... individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit,...with Naval experience are welcome to apply. + A CFA or Master's Degree in Business Administration would be… more
- Vanguard (Malvern, PA)
- Leads the team that drives the development of Vanguard's brokerage, investment , and point-in-time advice methodology according to broader business goals, policies, ... BI) and utilizing expertise in Reg BI, partners with Investment Strategy Group (ISG) to adapt methodology guardrails specific...Excellent written and verbal communication skills. + CFP and/or CFA preferred. + This job requires a regulatory license… more
- Wellington (Boston, MA)
- …factor-based investing specific to equity and credit markets. **LOCATION** The Associate Director of Portfolio Management, Quantitative Investment Group will be ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Wellington (Boston, MA)
- … Analyst will work as part of a product coverage team led by an Investment Director . This team collaborates closely with the investment team, sales ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...with strong academic credentials; advanced degrees or certifications (eg, CFA ) are a plus but not required. + Excellent… more
- Wellington (New York, NY)
- …Investment Analyst will work as part of a product coverage team led by an Investment Director . This product team works closely with the investment team, ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...skills are viewed favorably but are not essential. + CFA designation is a plus but is not required.… more
- Wellington (Boston, MA)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...and influence outcomes. The Strategist will report to the Director of Business Enablement and will be a member… more
- City and County of San Francisco (San Francisco, CA)
- …up to 20% of the time. + Possession of Chartered Financial Analyst ( CFA ) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, ... San Francisco and their survivors. What We Do The Investment Division serves as a resource to the Retirement...natural resources, and other specialty investments. Reporting to the Director or Associate Portfolio Manager ("APM") of Real Assets,… more